You’re Invited!

Preparing Your Dental Practice for a Transition in the Years to Come

Planning a Successful Practice Transition in Today’s Market

Friday, June 7, 2019
Registration: 9:30 a.m. – 10:00 a.m.
Seminar: 10:00 a.m. – 1:00 p.m.
Cost: Free (space limited)

Patterson Dental Supply
8751 Freestate Drive, Suite 300
Laurel, MD 20723

You are cordially invited to an event important to anyone considering the sale of their practice in the next 5 years. We have assembled an outstanding advisory team to help you navigate this incredibly important dental life decision. Each member of the team will share insights and experiences, so you feel well prepared as you embark on the next step in your dental journey.

Topics of Discussion

  • When can I retire, sell now or wait another 2 – 3 years
  • Should I consider selling to a DSO
  • What banks look for when approving a practice
  • Pitfalls to avoid when selling your practice
  • Should I update my practice or sell as is
  • Tricks to ramp up your multiplier before you sell
  • Tax treatment of the sale
  • General “Corporate Housekeeping” in preparation of a sale
  • Roadmap for the legal aspects of a sale
  • Importance of trusted advisors
  • Open forum Q & A discussion

Featured Speakers

Todd Garfinkel – DDSmatch Practice Transitions
Brad Peiffer & Mohamed Abdullah – Bank of America Practice Solutions
James Ryan – Patterson Dental Supply
Jim Alley, CPA/MBA – JBA, CPA
Phil Bogart, Esq. – Whiteford|Taylor|Preston

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